-31.4%
IBIT vs UMC
+236.1%
-267.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.0% | -4.2% | -0.6% |
| 7D | +1.1% | +13.6% | -12.5% | -0.1% |
| 30D | +22.2% | +20.8% | +1.5% | +20.0% |
| 3M | +26.0% | +16.1% | +9.9% | +22.2% |
| 6M | +13.2% | +137.3% | -124.1% | +1.1% |
| YTD | -10.8% | +193.8% | -204.6% | -23.7% |
| All | -31.4% | +236.1% | -267.5% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling